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60 E. Rio Salado Parkway
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Tempe, Arizona 85281
(602) 222-5757
aer@rialtd.com
 

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Understanding Today’s Financial Environment

Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.

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And the Executor Is

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The Financial Literacy Crisis

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Use this calculator to estimate your capital gains tax.

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Determine your potential long-term care needs and how long your current assets might last.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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Have you explored all your options when it comes to managing your taxable income?

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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